Practice management

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.

The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.

There’s now a way to measure whether these products do what they promise.

If you do not fully understand the regulations, you’re not alone.

The fully-independent channel remain a competitive threat to IBDs attempting to retain top advisors while dealing with lost revenue.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

Technological advancements are helping to empower employees, and wealth management firms will need to shift their cultures to continue to attract the best workers.

The advisors retained from shuttering Broker Dealer Financial Services will add more than 80 advisors now able to tap into the buying firm’s offerings.

Some were unable to access the firm’s website while the S&P 500 experienced its worst decline in nine months.

FINRA has warned of phony calls and emails from impersonators.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

Commonwealth Financial Network is helping advisors convert to full RIA status and, in the opinion of advisors and executives, shedding its traditional label.